Capture New Opportunities Directly from Partners
Web Applications Made Easy
The Leasepath Portal offers an add-on web portal as a platform for clients, vendors, and brokers to apply for funding entirely within a secure and dedicated channel into your company’s Leasepath system. When a partner logs onto your Leasepath Portal, they’ll be presented with a secure web page that displays either your company’s or your partner’s branding and color scheme.
Once they enter the information that you need, they can then upload the documentation that you request. The portal can even show your partner a summary of all the deals they have submitted to you and share where in the origination process those applications are at with your team.
Origination Made Easy
Once the application is submitted, Leasepath will automatically use all of the information provided to create records for the contacts, assets, business account and opportunity, then attach the uploaded documents. A designated internal representative will receive a notification of the new opportunity, initiating your origination process. After the application is complete, your authorized external Partners can log into the Leasepath Portal and see the progress of any deals they are a part of, adding visibility and fluid communication to your relationship.
Partner Communication Made Easy
With the Leasepath Portal, your Partners will have visibility on the status of applications currently in process as well as a history of funded transactions.
Provide Ease of Use & Visibility to Clients
- Apply your unique branding and contact information to the portal
- Offer your Partners the opportunity to view the status of open applications, as well as the results of past applications
- Mobile-ready interface allows users to apply for financing on their phone or tablet
Streamline the Capture Process
- Capture the data required to make credit decisions
- Allow users to attach documents required, directly to the application, such as: bank statements, financials, or equipment invoices
- Create multiple unique portals for valued relationships and business channels
- Automate application responses and internal notifications
- Initiate Leasepath’s powerful automated Origination Workflows. Click here to learn more!